For information about adding leads, visit the Leads, Reservations, and Move-Ins article.
The Leads Tab contains all of your leads (people interested in your units) and reservations (those for whom you have actively set aside a unit). It is denoted by a plot graph icon.
At-a-glance, you can see the important details from the lead, if collected, including the lead source, potential renter's name, phone number, and email address; the desired unit, move-in date, and follow-up date; and the date the lead was created. If a lead has paid a reservation fee, you’ll see a note confirming the fee and the transaction's invoice number. If a lead is interested in a unit that isn't currently available, the Wait List label will be displayed in the Desired Unit section.
You can edit, cancel, or close leads or reservations from the Leads Tab by clicking the Open button on the right of the line item. Scroll down to the bottom of the lead form to select the Close Lead or Close Reservation button.
You can search for a specific lead or use filters to narrow your list of leads and reservations. When using the unit price or unit size filter, the resulting list will show not only the leads or reservations for those units, but also the scheduled move-outs and available units.
You have the ability to sort the leads by any column in the table. Click the header above the column to sort by that column.
You can also print the list of leads by clicking the printer icon in the upper right.
Future Move-Ins
If Future Move-Ins are enabled at your facility, you will see a Future Move-Ins tab that shows pending Future Move-Ins and their move-in date. If Auto Vacate Future Move-Ins is selected in settings, the Auto Move-Out date will also be shown.
The Status column will indicate whether the tenant has signed the lease and paid their balance. You can click Pay, Sign, or Send Lease from this column to complete these steps if needed.
If the tenant decides not to move in, you can click Move-Out to make the unit available for rent before the scheduled move-in date. You can schedule a transfer by clicking Transfer; however, the transfer will not be processed until check-in is complete.
Click Check in from this tab to check tenants in.
Reporting
For a summary report of lead activity by source, see the Lead Activity report in the Occupancy portion of the Reports section.